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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: TRELLIS WEALTH Advisers, LLC CRD Number: 154861Annual Amendment All

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Gather all necessary financial documents such as income statements, asset statements, and tax returns.

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What is trellis wealth advisors?

Trellis Wealth Advisors is a financial advisory firm that provides wealth management services.

Who is required to file trellis wealth advisors?

Individuals or entities who have invested in or received services from Trellis Wealth Advisors may be required to file certain forms or reports with the firm.

How to fill out trellis wealth advisors?

To fill out Trellis Wealth Advisors forms, individuals or entities should gather all relevant financial information and follow the instructions provided by the firm.

What is the purpose of trellis wealth advisors?

The purpose of Trellis Wealth Advisors is to help clients manage their wealth, plan for their financial future, and make informed investment decisions.

What information must be reported on trellis wealth advisors?

Information such as income, assets, investments, and financial goals may need to be reported on Trellis Wealth Advisors forms.

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